© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −6.9% | −5.6% | −1.3% |
| 3 Months | −5.8% | −3.6% | −2.2% |
| 6 Months | +3.3% | +8.1% | −4.8% |
| 1 Year | −9.4% | −2.3% | −7.1% |
|---|
| 2 Years | −10.5% | −3.9% | −6.6% |
|---|
| 3 Years (CAGR) | +5.8% | +9.2% | −3.4% |
|---|
| 4 Years (CAGR) | +10.9% | +11.2% | −0.3% |
|---|
| 5 Years (CAGR) | +7.0% | +8.9% | −1.9% |
|---|
| Since launch | +13.0% | +11.7% | +1.3% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 22.5%
Ocean Dial’s story and investment philosophy are on the Ocean Dial firm page.
Shahil Shah
Fund managerAssistant Portfolio Manager & ESG Analyst
Part of the original investment team since 2005. Specialises in Telecommunications, Consumer, Healthcare and Media sectors and integrates ESG into investment research. Holds a Masters in Commerce and Finance from Mumbai University. Based in London.
Gaurav Narain
Co-Head of Equities, Principal Advisor (ICGF)
Joined in 2011 with over 26 years of experience in Indian markets. Previously held senior roles at New Horizon Investments, ING Investment Management India and SG Asia Securities. Holds a Masters in Finance and Control and a Bachelor of Economics from Delhi University. Based in Mumbai.
Saurabh Chugh
Analyst
Joined in 2006 and specialises in Information Technology, Energy, Transport, Infrastructure and Soft Commodities. Previously worked at Dolat Capital. Holds an MBA in Finance from Nirma Institute of Management, Ahmedabad. Based in Mumbai.
Jainam Vora
Analyst
Joined in 2024. Previously interned at ValueQuest Investment Advisors and Bajaj Finance. BBA from NMIMS University, Mumbai. Focused on value investing and currently preparing for CFA exams.
Robin Sellers
Chief Executive Officer & Compliance
Joined in 2011 with over 25 years of financial services experience. Previously Head of Group Finance and Company Secretary at Close Brothers Group plc. Fellow of the Institute of Chartered Accountants in England and Wales.
Sagar Kanal
Assistant Manager Operations
Joined in 2020 with 7 years of experience in fund operations. Previously worked at Best Alternative Advisory Services. Holds a Post Graduate Diploma in Business Management from N.L Dalmia Institute of Management Studies, Mumbai.
Registration No
INP000006174
Inflow
₹0.00 Cr
Outflow
₹25.64 Cr
Net
₹-25.64 Cr
Not reported — complaint data for this strategy isn't available yet.
Share a few details and our team will walk you through the next steps.
Be the first to discuss Avendus Olivo Core Equity Portfolio — share your research, ask questions, or compare notes with other investors.